SMSF TRUSTEE EDUCATION COURSE- FREE

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About Course

What Will You Learn?

  • You will learn how to setup up an SMSF, what your responsibilities are, what you can and cannot invest in, what your ATO reporting annual obligations are and finally how to close down an SMSF.

Course Content

SMSF Setup Course – FREE
Learn how to setup an SMSF

What are the benefits of an SMSF
In this topic we'll discuss what a self managed super fund is and some basics about SMSFs, benefits, risks and requirements.

Understanding SMSF Trustee Structures
Learn about the types of SMSF Trustees you can choose from

Requirements for setting up an SMSF and Steps

Super Contributions
Learn about the types of super contributions, the tax implications and how much you can contribute per person

Sole Purpose Test
what is the sole purpose test and why is this rule so important

Investments in an SMSF – what can and cannot be done
Investing in a SMSF comes with rules and two sets of laws to abide by for SMSF member, trustees. The super laws and the tax laws. This lesson will deep dive into how to invest in certain assets and what restrictions apply

SMSF Administration and Reporting Obligations
what are a SMSF Trustees/members responsibilities ?

SMSF benefit Payments
This topic will explore, super benefits or withdrawal conditions and the process that applies

Winding up an SMSF
Lastly, lets take a look at how you exit or close an SMSF

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